Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,876 | $154,228-76.1% | $145,433-74.6% | $137,256-73.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.15% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $24,514 | $4,804+410.3% | $4,554+438.2% | $4,156+489.8% |
| Participant deferral / active EE | $24,514 | $8,216+198.4% | $7,897+210.4% | $6,407+282.6% |
| Admin fee / account holder | $1,454 | $14,344-89.9% | $13,129-88.9% | $12,270-88.2% |